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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-04-24 |
Branch Locations
201 E. Las Olas Blvd. Suite 1630, Fort Lauderdale, FL 33301 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. | Aventura | FL | 10/2007 | 04/2017 |
| Morgan Stanley Smith Barney | Aventura | FL | 06/2009 | 04/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2017 |
| Raymond James & Associates | Fort Lauderdale | FL | 04/2017 | Present |
| Brevard Professional 3 Llc | Cocoa Beach | FL | 05/2017 | 06/2022 |
1) Name of Business: Camp Fiesta Address: 3731 Condor CT , Weston, FL, 33331, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 04/20/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Volunteer assistant director and treasurer for camp for kids with cancer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-18 |
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